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Hello community, write a plugin action On click of the button, generate a PDF file.

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Posted on by Tushar Jadhav

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Hello Community can anyone Please help me for this:-
On click of the button, generate a PDF file that contains basic details of the Account record, as well as a list of related Contact records. Once the PDF file is generated, create a draft email in CRM with the PDF file attached.

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Inogic 24,094 on at

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Hello community, write a plugin action On click of the button, generate a PDF file.

Hi Tushar,

There is a Microsoft AppSource preferred solution, known as Click2Export that can help you fulfill your requirements!

Click2Export is a powerful solution to export Reports/CRM Views/Document Templates from Dynamics 365 CRM in a single click.

With this tool, you can perform actions such as Attach the exported file to a Note, upload it on SharePoint, Attach & Auto-Send in an email and/or download it for offline consumption.

Here are some key features of Click2Export:

Export Reports in multiple formats such as PDF, Word, CSV, TIFF and Excel format.

Export CRM views data in a tabular format and add it to an email body.

Automate the process of exporting the reports periodically.

Get a free 15-days trial:

Download a 15 days free trial from Inogic Website or Microsoft AppSource. Follow these steps to download and configure the solution seamlessly or book a demo with the experts on crm@inogic.com

Thanks!
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Community member 33 on at

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Hello community, write a plugin action On click of the button, generate a PDF file.

If you just need to know what has to be done:

Add Button in the Ribbon by RibbonWorkbench with a javascript that calls an action
Create an document template for the invoice entity
Create an Action and write a plugin that does the following things:
Send an ExportPdfDocument OrganizationRequest with the document template id
Create an email record
Create an activitymimeattachment record and add the reference to the email record

Hope this helps

Hello community, write a plugin action On click of the button, generate a PDF file.

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Hello community, write a plugin action On click of the button, generate a PDF file.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Top 10 leaders for November!

Tips for Writing Effective Suggested Answers

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Featured topics

Product updates